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November 19, 2014

Investing in Companies Before They Boom
Here’s how to ease clients into private equity, IPOs and undervalued securities.
FA Creates Free Site to Track Fund Distributions
CapGainsValet.com posts estimates as soon as asset managers report.
CFPs Will Keep Paying a Publicity Surcharge
The board says its member-funded PR campaign is proving effective.
Want to Boost Business? Stop Multitasking
Scientific research shows there’s nothing worse for productivity.
“Portfolios Aren’t Democratic or Republican”
A Beltway advisor talks about sidestepping his clients’ political passions.  Video [ 3:08 ]   Transcript